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FDx Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

FDx Advisors’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,314
Closed -$291K – 1180
2017
Q4 		$291K Sell
6,314
-32
-0.5% -$1.43K 0.01% 1051
2017
Q3 		$276K Buy
6,346
+88
+1% +$3.75K 0.01% 1079
2017
Q2 		$263K Sell
6,258
-1,060
-14% -$44.3K 0.01% 1031
2017
Q1 		$303K Sell
7,318
-1,970
-21% -$80.7K 0.01% 970
2016
Q4 		$371K Buy
9,288
+2,018
+28% +$78.2K 0.01% 887
2016
Q3 		$280K Sell
7,270
-3,704
-34% -$143K 0.01% 793
2016
Q2 		$416K Sell
10,974
-504
-4% -$18.7K 0.02% 656
2016
Q1 		$421K Sell
11,478
-6,892
-38% -$239K 0.02% 633
2015
Q4 		$653K Buy
+18,370
New +$658K 0.03% 473
2015
Q3 		– Sell
-6,436
Closed -$233K – 767
2015
Q2 		$233K Buy
+6,436
New +$239K 0.01% 843

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return